Tag : Registered Investment Advisor (RIA)

FINTRX Launches New AI Agent Named "Fin" That Monitors and Integrates Private Wealth Data and Intelligence into Email, Slack, Microsoft Teams, and Calendars
Finance Investments News

FINTRX Launches New AI Agent Named “Fin” That Monitors and Integrates Private Wealth Data and Intelligence into Email, Slack, Microsoft Teams, and Calendars

PR Newswire
FINTRX, the leading provider of private wealth intelligence for asset managers and other investment professionals, introduced an AI agent called Fin that provides access to FINTRX data and intelligence within email, Slack, Microsoft Teams, Outlook and Google Calendar on top of existing AI within the FINTRX platform. Unlike AI tools......
Sowell Management Expands Advisor Support Platform with Launch of Advanced Planning Group
Finance Investments News

Sowell Management Expands Advisor Support Platform with Launch of Advanced Planning Group

PR Newswire
Value-added offering adds integrated estate, tax, and advanced planning capabilities to help advisors better serve affluent families and navigate their increasingly complex needs Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced the launch of its Advanced Planning Group (APG), a new......
Sowell Management Launches Advisor Partnership Program Providing Equity in the Firm and Growth Capital to Affiliated Advisors
Finance Investments News

Sowell Management Launches Advisor Partnership Program Providing Equity in the Firm and Growth Capital to Affiliated Advisors

PR Newswire
Sowell partners with Merchant to fund the program, accelerate the firm’s M&A strategy and build on strong momentum Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced the launch of its Advisor Partnership Program (APP) to provide its new and existing advisors......
Sowell Management Creates Strategic Partnership with Capital Connect to Provide Advisors with M&A Services for Small Business Clients
Finance News

Sowell Management Creates Strategic Partnership with Capital Connect to Provide Advisors with M&A Services for Small Business Clients

PR Newswire
Continued build-out of strategic partner network allows Sowell to expand value-added services for advisors Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced it has entered into a strategic partnership with Capital Connect to provide advisors with merger and acquisition consulting, valuation,......
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